Morningstar fund category returns

• [PDF File]The Morningstar Category Average Methodology For Financial ...

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  Morningstar creates a category average daily total return index series, or TRI, as well as monthly, quarterly, and annual returns. The daily category averages are calculated daily and

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• [PDF File]Morningstar Global Fund Report

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  Morningstar ® Global Fund Report The Morningstar Global Fund Report is a seven-page report that offers the most relevant data and analysis surrounding a fund. Central to this report is the Morningstar Analyst Rating, which evaluates funds on five key pillars, considering both numeric as well as qualitative factors. This approach puts only

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• [PDF File]The Morningstar Category Classifications

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  The Morningstar Category classifications were introduced in 1996 to help investors make meaningful comparisons between mutual funds. Morningstar found that the investment objective listed in a fund’s prospectus often did not adequately explain how the fund actually invested.

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• [PDF File]Fact Sheet: The Morningstar Rating for Funds

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  type of fund, such as mid-cap value, to complement their other holdings. For this reason, in 1996 Morningstar created its Category RatingTM, which rated funds within their smaller and more focused Morningstar Categories, and encouraged investors to use it along with the broader-based star rating. In 2002, Morningstar enhanced the star rating ...

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• [PDF File]The Morningstar Rating Methodology

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  specific Morningstar Category™, rather than all funds in a broad asset class. The star rating is based on risk-adjusted performance. However, different aspects of portfolio theory suggest various interpretations of the phrase “risk-adjusted.” As the term is most commonly used, to “risk adjust” the returns of two funds

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• [PDF File]Managed-Futures Category Handbook - Morningstar

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  Managed-Futures Category Handbook 4 Despite the fact that active strategies tend to be more complicated than index-based strategies, they will likely produce similar outcomes. When Morningstar first categorized its hedge fund database in 2006, it found that trend-following strategies exhibited one of the highest cross-

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• [PDF File]Volume 3, Number 2 Q2 2011 - Morningstar

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  Volume 3, Number 2 / Q2 2011. Morningstar Alternative Investments Observer Second Quarter 2011 2 ... introduce a long-short mutual fund category in 2006. The first of its kind, the category ... well with consistent category-topping returns. TFS Market Neutral recently closed to new investors again, but AQR Diversified Arbitrage ...

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• [PDF File]The Morningstar RatingTM for Funds

  https://info.5y1.org/morningstar-fund-category-returns_1_b999b4.html

  Morningstar uses the Morningstar Category as the primary peer group for a number of calculations, including percentile ranks, fund-versus-category-average comparisons, and the Morningstar Rating.

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• [PDF File]Holdings-Based and Returns-Based Style Models

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  a fund from different points in time can be averaged to measure the fund’s long-term style. Using the Morningstar style model, we divide the stock universe into style specific portfolios to construct the reference portfolios for our returns-based style model. The style plot points of the reference portfolios are the average portfolio ...

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• [PDF File]Morningstar Mandatory Provident Fund Performance Report ...

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  Morningstar Mandatory Provident Fund Performance Report Data As Of February 28, 2019 1. Basic Information Morningstar Rating/Risk MPF Returns % (in HKD) +/- Category Returns % (in HKD) Names 5 years* Since Inception Firm Name Inception YTD 1 year 3 years* 5 years*

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